Elevate your career as a Wealth Advisor, Employee Accounts with CC&L; Private Capital. Help clients achieve financial goals while providing exceptional service and expert investment management.
In this pivotal client-facing role, you'll manage an established book of employee clients while cultivating valuable relationships within the Connor, Clark Financial Group. You will work closely with a Sales Development Coach, receiving mentorship focused on business growth and delivering tailored investment planning. Your responsibilities include executing client requests and participating actively in the Employee Investment Program.
Key Responsibilities:
• Deliver exemplary investment planning to Employee Investment Program participants
• Assess client suitability and asset allocation for investments




• Execute day-to-day client requests with accuracy
• Conduct client meetings and prepare relevant documentation
• Proactively seek current client opportunities from employee referrals
Requirements:
• Strong foundation in investments and client service
• Excellent communication and interpersonal skills
• Undergraduate degree; CIM or CFA (Level 1) preferred
• Experience in financial services; must be eligible for AR or AAR
• Desire for continuous learning and development
Become a trusted advisor in investments and client service with CC&L; Private Capital.
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📌 Wealth Advisor for Employee Accounts (Edmonton)
🏢 Connor, Clark & Lunn Private Capital
📍 Edmonton